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CLBAX vs MACPX
CLBAX vs MACPX Comparison
Open Charts CLBAX vs MACPX
American Funds American Balanced 529A
Price$38.85
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
BlackRock Balanced Institutional
Price$28.07
Change-$0.13 (-0.46%)
VolumeN/A
Net Assets1.74B
CLBAX vs MACPX Comparison Chart in %
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CLBAX vs. MACPX commentary
Oct 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBAX is a Hold and MACPX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. MACPX (1.74B). MACPX pays higher dividends than CLBAX: MACPX (2.64) vs CLBAX (1.76). CLBAX was incepted earlier than MACPX: CLBAX (24 years) vs MACPX (52 years). CLBAX (0.58) and MACPX (0.56) have similar cost to investors . MACPX is a more actively managed with annual turnover of: 101.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than MACPX: CLBAX (250) vs MACPX (2000000). CLBAX annual gain was more profitable for investors over the last year : 9.98 vs. MACPX (5.86). CLBAX return over 5 years is better than : 44.30 vs. MACPX (23.65).
| CLBAX | MACPX | CLBAX / MACPX | |
| Total Expense Ratio | 0.58 | 0.54 | 107% |
| Annual Report Gross Expense Ratio | 0.58 | 0.56 | 104% |
| Fund Existence | 24 years | 52 years | - |
| Gain YTD | 14.420 | 10.317 | 140% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.74B | 15,252% |
| Annual Yield % from dividends | 1.76 | 2.64 | 66% |
| Returns for 1 year | 9.98 | 5.86 | 170% |
| Returns for 3 years | 51.86 | 49.20 | 105% |
| Returns for 5 years | 44.30 | 23.65 | 187% |
| Returns for 10 years | 89.16 | 41.54 | 215% |
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